+72.0%
AAPL vs IBIT
+58.5%
+13.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.3% |
| 7D | -3.0% | +1.1% | -4.1% | -3.1% |
| 30D | +2.3% | +22.2% | -20.0% | 0.0% |
| 3M | +8.6% | +26.0% | -17.4% | +5.8% |
| 6M | +21.6% | +13.2% | +8.4% | +19.6% |
| YTD | +16.3% | -10.8% | +27.1% | +16.9% |
| 1Y | +35.1% | -29.9% | +65.0% | +39.0% |
| All | +72.0% | +58.5% | +13.5% | +71.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBIT.
Daily Out/Under-Performance
Portfolio return minus IBIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBIT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded IBIT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling